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July 7, 2021

Ep. 3 Setting Intentions and Channeling the Competitive Spirit ft. Chase Crump, CFP®

“Life is bigger than just what we do.”

Podcast Introduction

Thanks for joining us in the War Room Huddle studio to welcome Chase Crump, CFP®, Partner and Wealth Advisor at WFA. Chase is a heart forward advisor who brings a tremendous amount of authenticity to the profession. Chase is a champion of caring; he cares about how people feel and carries a tremendous amount of empathy for others. He has a way of uplifting his spirit to set his mind in the right place every single day.

As we shared in the last War Room Huddle episode with Dany L. Martin, WFA has 96 cumulative years of trusted advisor experience and 134+ cumulative years of administrative experience. Like their logo the Tree of Life, WFA has branched out and grown so much in the past year. They hired a new advisor, Jody Bluitt, they opened their third office location in Louisiana, and they never forget to focus on the big picture: clients, family, team, and community.

Listen to this episode to hear Chase’s thoughts on the benefits of meditation and finding stillness, why it’s so important to make deeper connections and relationships with people, and how to channel a competitive spirit. There is so much awesome information in this episode, we know you’re going to get fired up!

“Life is bigger than just what we do,” says Chase. As he mentions in this episode, the world’s bigger than work so we have to make connections with people and clients that go beyond managing money.

War Room Huddle is the number one show for independent financial advisors who want to crush everything and take their A game to the next level and is brought to you by RFG Advisory with your host President Shannon Spotswood. Don’t forget to subscribe wherever you’re listening to this podcast. Learn more about RFG Advisory by visiting our website. Join us.

Join the conversation to hear about:

  • Welcome Chase to War Room Huddle (02:00)
  • Why be a financial advisor? (3:27)
  • Setting intentionally and mindset (5:18)
  • The benefits of meditation and finding stillness (8:09)
  • Making deeper connections and relationships with people (16:51)
  • Chase’s modern approach to office attire (18:35)
  • Channeling competitive spirit (21:55)
  • Everything you want is on the other side of fear (24:36)
  • Chase’s advice for people starting out and how to become a successful advisor (28:42)
  • Collaboration and working with RFG Advisory (34:46)

 

Podcast Overview

We’re back in the War Room Huddle studio today to welcome Chase Crump, CFP®, Partner and Wealth Advisor at WFA. Chase is a heart forward advisor who brings a tremendous amount of authenticity to the profession. Chase is a champion of caring; he cares about how people feel and carries a tremendous amount of empathy for others. He has a way of uplifting his spirit to set his mind in the right place every single day.

It’s all about “knowing that clients are well taken care of, and that we’re helping them cross the bridge between wherever they are and where they want to go,” Chase says. The WFA motto of Plan. Invest. Inspire. aims to get people thinking about their finances. WFA seeks to plant the financial seed, water it with equal parts caring and knowledge, and then watch it grow.

As we shared in the last episode with Dany L. Martin, WFA has 96 cumulative years of trusted advisor experience and 134+ cumulative years of administrative experience. Like their logo the Tree of Life, WFA has branched out and grown so much in the past year. They hired a new advisor, Jody Bluitt, they opened their third office location in Louisiana, and they never forget to focus on the big picture: clients, family, team, and community.

Chase thrives off knowing that clients are well taken care of, and that WFA is helping them cross the bridge between where they are currently and where they want to go. “Life is bigger than just what we do,” he says.

Chase has a clarity and intentionally about him. He’s walking his path and knows the direction he’s heading. In this episode, Shannon and Chase dive deep into meditation, why Chase loves it, and how he approaches it. He usually finds time in the early morning, in those moments of calm before the storm of the day starts and the kids wake.

“Your mind gets disrupted all the time, but always wants to settle down,” says Chase. Meditation gives him a sense of clarity to deal with whatever comes his way, whether it’s a business decision, dealing with family or personal life.

War Room Huddle is the number one show for independent financial advisors who want to crush everything and take their A game to the next level. This podcast is brought to you by RFG Advisory and is hosted by President Shannon Spotswood. Don’t forget to subscribe wherever you’re listening to this podcast.

You won’t want to miss Chase’s thoughts on the benefits of meditation and finding stillness, why it’s so important to make deeper connections and relationships with people, and how to channel a competitive spirit.

A wealth of tips

Make sure to listen to this empowering War Room Huddle episode with Chase Crump, CFP®, Partner and Wealth Advisor at WFA. Consider these three concepts to shift your mindset to create a successful and sustainable business. Learn more about RFG Advisory by visiting our website. Join us.

  1. Do something for yourself. Chase has an inspiring intentionally to him. He mentions in this episode that people get wrapped up thinking they have to spend hours a day working on themselves, but it can be as simple it’s taking 60 seconds to do something for yourself. This practice allows you to do the best work, live the best life, give the best advice, and just do the best work you can in people’s, lives that you can.
  2. Crush the basics. Start with the basics, then crush them day in day out. “If you’re good at the fundamentals, you have appropriate technique, and improve your technique, then sky’s the limit, right? Always be improving,” says Chase. There’s a never-ending journey to improve, even if it’s one branch at a time.
  3. Make sure you do things that you like to do. “You will be far better, you will take yourself further, personally, professionally,” Chase says. It is so much easier to get up and work and crush it if you are passionate about what you do.

 Referenced materials

Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA/SIPC.Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities.